Automation for Document Processing

Speed up document workflows with AI extraction and approvals, reducing errors and manual work while improving compliance and audit readiness.

Accelerate operations with AI-powered workflows that react instantly. document processing automates intake, routing, categorization, approvals, and updates, making sure teams keep consistent execution.

Built for Document Processing Managing Invoices

Kick off workflows from emails, chats, documents, forms, events, or webhooks

AI steps summarize activity, extract key details, and classify next action

Route by skills, language, or workload, and sync case status across systems

Hundreds of connectors spanning communication, CRMs, support platforms, and internal tools

Sensitive details never appear in logs due to data masking.

Run in our secure cloud or self-host for complete control.

Instant Document Processing With Accurate Faster Approvals

Approvals slow when documents arrive mismatched, incomplete, and scattered daily. Workflows route submissions, categorize exceptions, track status, and update records, making sure reviews finish with timeliness.

Disconnected apps slow teams down and create errors.

Activepieces fixes that by giving you 400+ integrations in one platform.

AI steps parse uploaded PDFs and images, extract structured fields, normalize dates and amounts, and output JSON mapped to downstream actions like record creation and status updates.

TypeScript-based pieces and HTTP requests connect OCR, ERP, and CRM APIs, handling authentication, payload mapping, and response parsing to keep ingestion and updates consistent across systems.

Tables store document metadata, extracted values, and processing states for lookups and retries, while step-level logs capture inputs and outputs to trace exceptions and support audits and follow-ups.

Frequently asked questions

How do you standardize documents from many sources?

Use a normalization step that converts varied formats into a single schema, validates required fields, and applies consistent naming rules. Activepieces can combine code steps and pieces to clean inputs before downstream routing.

Can workflows enforce compliance and retention policies automatically?

Yes. Build policy checks as workflow logic, then route documents to secure storage, apply tags, and record retention metadata in tables. Step logs provide an execution trail to support internal controls and compliance reviews.

How do you handle multilingual documents without manual sorting?

Detect language early, then branch workflows to the right extraction model or translation API. Store detected language and confidence scores in tables, and route low-confidence cases to human review for correction.

What is Activepieces?

Activepieces is an AI-first automation platform. You can deploy intelligent AI agents with enterprise integrations and full control across your team. Adopt AI and automate business workflows with Activepieces.

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